Run an advanced accountability check

As an advanced user, you can set a variety of options before you run an advanced accountability check. If you save these options as favorites, you can repeat the advanced accountability check using the same options.

Note

To run an advanced accountability check, you must have two linked source and target structures to compare. These are typically a source engineering bill of materials (EBOM) generated from a design BOM that is exported from a CAD application such as NX or CATIA, and a target manufacturing BOM (MBOM) created for specific manufacturing needs from the EBOM. When the EBOM is updated, the MBOM must be compared and updated as well. This is the purpose of an advanced accountability check: the two structures must be examined to ensure that they share equivalent BOM lines.

Procedure

1. Select the source objects in the source pane.

2. Select the target objects in the target pane.

3. Select source and target objects in structure views and open the Advanced Accountability Check dialog box by choosing Tools→Accountability Check→Advanced Accountability Check. Use one of the following methods:

Select a source line, open the dialog box, and then select a target line and click Set/add current selection beside the Selected target objects box.

Select the source and target lines in the structure views, and then open the Advanced Accountability Check dialog box. Tip As long as only the source and target views are open, autodetects and adds the correct source and target lines to the Source objects and Target objects boxes.

Note You must select at least one line before you can open the Advanced Accountability Check dialog box.

4. (Optional) Change the source or target object at any time by selecting the desired line in the structure and clicking the respective Set/add current selection button . You can add multiple scope lines from the same structure or remove a scope line by selecting it and clicking .

5. Ensure that you correctly selected the source and target objects. If not, switch the source and target by clicking the Switch Source Target button.

6. Click the Inclusion Rules tab, and do one of the following:

Note When you set these options, the values take effect in all applications that support accountability checks.

Select Search currently expanded source lines to run the accountability check on the selected lines and all visible lines below the selected lines. Additionally, you can choose to run the accountability check on all the lowest visible (expanded) lines under the selected scope line by selecting Compare lowest visible level of source.

Select Search lines per filtering rule to expand the source and target structures and only consider a subset of the lines during the accountability check. Additionally, you can select the Source filtering rule for a description of the filtering rules, move your mouse over the list. The rules along with their short descriptions are displayed.

You can specify to which level in a structure you want the check to consider by selecting Limit search in source/target to first x levels and typing a value for x. Note For information about filtering rules, see Managing filter rules in Tc XML and PLM XML Configuration for Data Import and Export.

(Optional) If you know the source and target scope lines to be different because these lines are source and target specific, select the Do not compare selected lines check box . In the advanced accountability check results, the selected scope lines do not appear as missing in target and missing in source.

7. Click the Reporting tab and set the result reporting options.

8. Click the Equivalence tab and set the equivalence options.

9. Click the Partial Match tab and specify the partial match criteria.

10. Click OK to run the accountability check.

Teamcenter displays the Accountability Check view. Note The number of lines returned in the accountability check is limited by the value of the MEAccountabilityCheckAllowableReturnedLines preference. If the number of lines to return exceeds the preference value, a message will be displayed notifying you that there are more lines to be returned, and that an Accountability Check Excel report has been created and stored, thus saving the work.

11. After running the accountability check, examine the results and make any necessary modifications to the structure.

12. Rerun the check using the same settings by clicking in the Accountability Check view.

Note

Rerunning an accountability check does not recreate an accountability check report or a result reported in an occurrence group.

For information about narrowing the scope of the accountability check, see the PLMXML Export Import Administration Guide.